You’ve created a widget, but you would like to edit it, or add more information to it? The Edit Widget panel is where the magic happens! When you’re in editor mode, hover your mouse pointer over the widget you want to edit and click on the Edit widget icon, in the top right-hand corner of the widget. The Edit Widget panel will appear on the right-hand side of the screen.
If you’re working on a smaller screen, the panel might hide a part of your widgets. Don’t worry, you can move the panel around. Just click on the icon in the upper right-hand corner of the panel and position it where you want. Click again on the icon and the panel will return to its initial position.
Your widget editing options are organized into five categories within the panel:
1 – Basics
This section consists of the essential parameters of your widget, such as its title, metrics, dimensions, segments, and filters.
- • Title
- • Data options
- – Metric: The metric determines what data will be measured.
- – Dimension: The dimension is a characteristic of your data, such as the country, the campaign, or the traffic sources.
- – Segment: Choose a segment if you want to look at an isolated part of your data pool.
- • Filters: Use one or more filters if you want to isolate even more data. Note that if you’ve already segmented your data above, your filter will be applied after the segmentation.
2 – Visual display
These are all the options relating to your widget’s appearance and the way in which your data is presented.
- • Graph type
- • Layout
- – Graph size
- – Visible info: Choose the numerical information that you want to include in your widget.
- – Axes : If your chosen metrics have vastly different maximum values, having two distinct axes could help you compare the trends of the metrics more accurately. If you set this to “Auto”, the system will decide the number of axes depending on the disparity between the maximum values.
- – Axes values: Set the limits of your axes. If you choose “Auto”, the system will set the limit according to the maximum value.
- – Goals: Set the boundary values for your gauge’s goals.
- – Numeric value format: Display the numbers as absolute value or as percentage.
3 – Data display
This section regroups options that help your data analysis and provide more context.
- • Compare data: Include data from a previous period and create a year-to-year widget to compare the results side-by-side.
- • Additional data info
- – Columns: Add columns displaying the absolute value and/or the percent of your data.
- – Fluctuations : Add columns displaying the differences between your current data and those from the chosen previous period, either as a numeric value or a percentage.
- • Data arrangement
- – Sort: Sorting your data by dimensions will classify the dimensions by alphabetical order rather than by data with a higher value.
- – Out of range data organization: Adjust the widget so your graph combines out-of-range data into a single group named “Other”.
- • Markup: A markup is the ratio of profit to cost expressed as a percentage. You can add one only to your cost related widget.
4 – Multi-widget actions
This section contains one option, which is the merging of widgets.
- • Merge widget: Merging widgets allows you to combine widgets containing data from different integrations into one single widget containing all the data. You can only merge widgets with similar metrics (both ad costs, for example), and once you have done so, the merge cannot be undone.
5 – Details
This section provides you with information about your widget:
- • Data source(s)
- • Metric(s)
- • Dimension
- • Segment
- • Filter(s)
If your dashboard contains data from different data sources and/or with many metrics, you can refer to this section to refresh your memory and be sure you’re editing the right one!
Don’t hesitate to contact our support team if you have any questions!
You need to actually see it? Watch this video to learn how to edit your widgets: